Jason A. Policastro

T. ROWE PRICE ADVISORY SERVICES

Owings Mills, MD 21117

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CRD#: 6234482

Professional summary

Jason A Policastro, CFP®, who also goes by Jason Anthony Policastro, Jason Policastro, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Owings Mills, Maryland and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jason has worked at 4 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Anthony Policastro | Jason Policastro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The name of the other business - Towson University Whether the business is investment-related - No, not investment related The address of the other business - 8000 York Road, Towson, MD 21252 The nature of the other business - public university, higher education Your position, title, or relationship with the other business - Adjunct Professor The start date of your relationship - Start date will be 1/31/2022 The approximate number of hours/month you devote to the other business - about 12 hours The number of hours you devote to the other business during securities trading hours - Zero hours - will be teaching in the evening Briefly describe your duties relating to the other business - I will be teaching one class on the fundamentals of financial planning one evening per week to undergraduate students.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason A Policastro's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 24, 2025 - Present

T. ROWE PRICE ADVISORY SERVICES, INC.

Office #1: 4525 Painters Mill Rd, Owings Mills, MD 21117

RIA

CRD#: 108958

Owings Mills, MD

Current

March 5, 2025 - Present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Office #1: Four Financial Center 4525 Painters Mill Road, Owings Mills, MD 21117

CRD#: 8348

Owings Mills, MD

Past

March 10, 2022 - August 22, 2023

CORNERSTONE ADVISORY

RIA

CRD#: 142359

HUNT VALLEY, MD

Past

May 26, 2017 - March 15, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

September 25, 2013 - June 27, 2016

HARTFORD FUNDS DISTRIBUTORS, LLC

CRD#: 45995

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA

Registered Investment Advisory firm - (11/17/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(10/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/20/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/22/2025

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 2/28/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/25/2013

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/20/2014

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

T. ROWE PRICE ADVISORY SERVICES, INC.

CRD#: 108958 / SEC#: 801-58098

RIA

Registered Investment Advisory firm - (11/17/2000 Approved)

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Contact information

Main Address

4515 Painters Mills Road, Owings Mills, MD 21117

Mailing Address

Phone number

(800) 225-5132

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

T. ROWE PRICE RETIREMENT ADVISORY SERVICE BROCHURE (10/3/2025)

T. ROWE PRICE ADVISORY SERVICES, INC. (5/9/2025)

Regulatory assets under management

Total Number of Accounts	10,014
AUM (Assets Under Management)	$ 3,861,357,894

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason A. Policastro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason A Policastro's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. ROWE PRICE INVESTMENT SERVICES, INC.

CORNERSTONE ADVISORY

T. ROWE PRICE INVESTMENT SERVICES, INC.

HARTFORD FUNDS DISTRIBUTORS, LLC

Primary Firm SEC Registration

T. ROWE PRICE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2013

Series 7TO

Date: 5/22/2025

Series 6TO

Date: 2/28/2024

SIE

Date: 10/1/2018

Series 6

Date: 9/25/2013

Series 26

Date: 2/20/2014

FINRA

Current Firm

T. ROWE PRICE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

T. ROWE PRICE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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